Ferrovial SE

Informe acción BME:FER

Capitalización de mercado: €42.1b

Ferrovial Dirección

Dirección controles de criterios 3/4

El CEO de Ferrovial es Ignacio Fernandez , nombrado en Sep 2019, tiene una permanencia de 6.58 años. compensación anual total es €6.16M, compuesta por 26% salario y 74% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.025% de las acciones de la empresa, por valor de €10.47M. La antigüedad media del equipo directivo y de la junta directiva es de 4.4 años y 7.8 años, respectivamente.

Información clave

Ignacio Fernandez

Chief Executive Officer (CEO)

€6.2m

Compensación total

Porcentaje del salario del CEO25.97%
Permanencia del CEO6.6yrs
Participación del CEO0.02%
Permanencia media de la dirección4.4yrs
Promedio de permanencia en la Junta Directiva7.8yrs

Actualizaciones recientes de la dirección

Recent updates

FER: Toll Pricing Power And U.S. Inflation Pass Through Will Shape Balanced Outlook

Ferrovial's analyst price target edges higher to €70.93, with analysts citing limited upside after the recent rally but still pointing to potential benefits from 407 ETR pricing and U.S. Managed Lanes inflation pass-through, while unawarded summer project wins are kept outside current valuations. Analyst Commentary Bullish Takeaways Bullish analysts see room for earnings support from potential price increases at the 407 ETR highway, which could help underpin cash flow and justify valuations closer to the current price targets.

FER: Toll Pricing Power And Managed Lanes Will Frame Balanced Risk Outlook

Ferrovial's analyst price target has been adjusted to €59.88, a level supported by analysts who point to updated discount rate and growth assumptions, an ongoing debate between more cautious views on near term upside after the recent rally, and constructive opinions around toll road pricing and U.S. managed lanes exposure. Analyst Commentary Recent research covers a spectrum of views on Ferrovial, with some analysts focusing on upside potential from core assets and others highlighting more limited room for further re-rating after the recent share price move.

FER: Toll Pricing Power And New Assets Will Shape Future Risk Balance

Narrative Update Ferrovial's updated analyst price target edges slightly lower as analysts factor in a modestly softer growth outlook and higher discount rate. At the same time, recent target moves to around €70 highlight support from toll road pricing power and potential upside from new assets that is not yet fully reflected in valuations.

FER: Toll Pricing And Buybacks Will Shape Future Risk Reward Balance

The analyst price target for Ferrovial has inched higher to about €60.06 from €59.90, as analysts factor in slightly higher assumed revenue growth, a modestly lower discount rate, and support from recent bullish coverage that highlights potential benefits from toll price initiatives and U.S. managed lanes exposure, even as some see limited further re rating after the recent share rally. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets of around €70 as a signal that they see room for value creation if Ferrovial executes on its current concessions and pipeline.

FER: 407 ETR Pricing And Buybacks Will Guide Future Risk Reward Balance

Ferrovial's analyst fair value estimate has shifted slightly higher to €59.90 from €58.39, reflecting updated assumptions on revenue growth, discount rate and future P/E, along with recent Street price targets of €70 that cite expectations around 407 ETR pricing and the U.S. Managed Lanes business. Analyst Commentary Bullish analysts have been lifting their price targets on Ferrovial to €70, pointing to specific assets and earnings drivers rather than broad market themes.

Does Ferrovial (BME:FER) Deserve A Spot On Your Watchlist?

Feb 09
Does Ferrovial (BME:FER) Deserve A Spot On Your Watchlist?

FER: Rising Morgan Stanley Outlook And Buybacks Will Shape Future Returns

Ferrovial's analyst fair value estimate has edged up from €56.98 to €58.39, as analysts factor in updated assumptions on revenue growth, margins and future P/E multiples, alongside a series of recent price target increases from €56 to €64 and then to €70. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets in stages, from €56 to €64 and now to €70.

FER: Higher Morgan Stanley Outlook And Index Inclusion Will Shape Future Returns

Analysts have nudged their price expectations for Ferrovial higher, with the fair value estimate edging up from about €56.52 to €56.98. This move is supported by recent street research in which Morgan Stanley raised its price target in stages from €56 to €64 and then to €70.

FER: Raised Price Outlook And Index Addition Will Shape Future Balanced Returns

Analysts have lifted their fair value estimate for Ferrovial to €56.52 from €55.77, along with a higher Street price target to €64 from €56, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Analysts updating their models on Ferrovial are focusing on how the revised fair value and the higher Street price target line up with their expectations for returns, risk and execution quality.

Ferrovial (BME:FER) Has A Pretty Healthy Balance Sheet

Dec 29
Ferrovial (BME:FER) Has A Pretty Healthy Balance Sheet

FER: Index Addition And Stock Split Will Support Future Balanced Returns

Analysts have nudged their fair value estimate for Ferrovial higher to €55.77 from €53.86, citing expectations of slightly improved profit margins and a modestly higher future earnings multiple that more than offset softer projected revenue growth. What's in the News Ferrovial SE has been added to the NASDAQ-100 Index, increasing its visibility among global institutional investors (Key Developments).

FER: Margin Gains And Stock Split Will Support Balanced Returns

Narrative Update on Ferrovial Analysts have modestly lifted their price target on Ferrovial, citing improving profit margins and a slightly lower future P E multiple. Their fair value estimate has moved from approximately EUR 53.18 to EUR 53.86 following recent target increases on the Street, including a move to EUR 52.50.

FER: Improved Margins And Stable Outlook Will Support Earnings Into 2025

Ferrovial's analyst price target has been increased slightly, rising from €52.99 to €53.18. Analysts cite improvements in profit margin and a continued positive outlook from recent research updates.

FER: Improved Profit Margins And Solar Projects Will Support Earnings Outlook

Ferrovial's analyst price target has been raised from approximately €50.21 to €52.99. Analysts cite improved profit margins and updated research reports supporting a modest valuation increase.

Revenue Expansion And Margin Pressure Will Shape Future Sector Fortunes

Ferrovial's updated analyst price target has increased slightly to €50.21. This change reflects analysts' optimism following recent target hikes based on improved revenue growth expectations, despite minor adjustments to discount and profit margin estimates.

Ferrovial's (BME:FER) Returns On Capital Are Heading Higher

Oct 16
Ferrovial's (BME:FER) Returns On Capital Are Heading Higher

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s analyst price target has increased modestly from €48.54 to €49.58, as analysts cite improving revenue growth forecasts and incremental gains in profit margins. These factors support a slightly more favorable outlook for the company.

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s consensus price target was revised upwards, driven by robust earnings momentum, expansion in North America, and higher expected returns from core assets, partially offset by macroeconomic and valuation concerns, resulting in a modest increase in fair value from €47.62 to €48.54. Analyst Commentary Bullish analysts cited robust earnings momentum and improved visibility in Ferrovial’s core infrastructure assets as key drivers for upward price target revisions.

We Ran A Stock Scan For Earnings Growth And Ferrovial (BME:FER) Passed With Ease

Sep 22
We Ran A Stock Scan For Earnings Growth And Ferrovial (BME:FER) Passed With Ease

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial's consensus price target increased modestly to €47.62 as analysts cited improved outlook for infrastructure assets, strong traffic recovery, and robust cash flow expectations, though some caution remains due to near-term limitations and regulatory uncertainties. Analyst Commentary Bullish analysts raised price targets citing improved outlook for key infrastructure assets and ongoing expansion in core markets.

Is It Time To Consider Buying Ferrovial SE (BME:FER)?

Sep 08
Is It Time To Consider Buying Ferrovial SE (BME:FER)?

Ferrovial (BME:FER) Seems To Use Debt Quite Sensibly

Aug 27
Ferrovial (BME:FER) Seems To Use Debt Quite Sensibly

Estimating The Intrinsic Value Of Ferrovial SE (BME:FER)

Aug 15
Estimating The Intrinsic Value Of Ferrovial SE (BME:FER)

There's Been No Shortage Of Growth Recently For Ferrovial's (BME:FER) Returns On Capital

Jul 07
There's Been No Shortage Of Growth Recently For Ferrovial's (BME:FER) Returns On Capital

Ferrovial SE (BME:FER) Investors Are Less Pessimistic Than Expected

Jun 22
Ferrovial SE (BME:FER) Investors Are Less Pessimistic Than Expected

What Does Ferrovial SE's (BME:FER) Share Price Indicate?

May 13
What Does Ferrovial SE's (BME:FER) Share Price Indicate?
User avatar

US Toll Roads And Airport Growth Propel Revenue Amid Construction And Market Challenges

Strong U.S. Toll Roads results and airport passenger growth suggest future revenue increases with infrastructure enhancements in progress.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ignacio Fernandez en comparación con los beneficios de Ferrovial?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025€6m€2m

€868m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€3b

Mar 31 2025n/an/a

€3b

Dec 31 2024€6m€1m

€3b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€736m

Mar 31 2024n/an/a

€588m

Dec 31 2023€4m€1m

€320m

Sep 30 2023n/an/a

€302m

Jun 30 2023n/an/a

€164m

Mar 31 2023n/an/a

€139m

Dec 31 2022€3m€1m

€113m

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€960m

Dec 31 2021€3m€1m

€829m

Sep 30 2021n/an/a

-€261m

Jun 30 2021n/an/a

-€484m

Mar 31 2021n/an/a

-€424m

Dec 31 2020€2m€937k

-€452m

Sep 30 2020n/an/a

€100m

Jun 30 2020n/an/a

€251m

Mar 31 2020n/an/a

€535m

Dec 31 2019€2m€250k

€458m

Compensación vs. Mercado: La compensación total de Ignacio($USD7.23M) está por encima de la media de empresas de tamaño similar en el mercado Spanish ($USD3.34M).

Compensación vs. Ingresos: La compensación de Ignacio ha sido consistente con los resultados de la empresa en el último año.


CEO

Ignacio Fernandez (59 yo)

6.6yrs
Permanencia
€6,160,000
Compensación

Mr. Ignacio Madridejos Fernández has been the Chief Executive Officer and Executive Director of Ferrovial SE (Also Known as Ferrovial, S.A.) since September 30, 2019. He had been the President of CEMEX USA...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.3yrs€7.05m0.000060%
€ 25.3k
Ignacio Fernandez
CEO & Executive Director6.6yrs€6.16m0.025%
€ 10.5m
Ernesto Mozo
Chief Financial Officer16.5yrssin datos0.029%
€ 12.4m
Angel Sanchez
Major Projects & Operations Director1.8yrssin datossin datos
Ignacio del Pino
Chief Investment Officer1.4yrssin datossin datos
Dimitris Bountolos
Chief Information & Innovation Officer5.8yrssin datossin datos
Silvia Ruiz
Investor Relations Directorno datasin datossin datos
Geerte Hesen
General Counsel1.9yrssin datossin datos
Patricia Leiva
Director of Communication & Corporate Social Responsibility3.1yrssin datossin datos
Carlos Paredes
Chief Human Resources Officer6.3yrssin datossin datos
Valentín Arias
Director of Sustainabilityno datasin datossin datos
Ignacio Garcia Bilbao
Chief Financial Officer of Ferrovial Constructionno datasin datossin datos
4.4yrs
Permanencia media
60yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de FER se considera experimentado (4.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.3yrs€7.05m0.000060%
€ 25.3k
Ignacio Fernandez
CEO & Executive Director6.6yrs€6.16m0.025%
€ 10.5m
Philip Bowman
Non-Executive Independent Director9.8yrs€175.00k0.0048%
€ 2.0m
Óscar Fanjul Martín
Non-Executive Independent Vice Chairman10.8yrs€243.00k0.0067%
€ 2.8m
Juan Manuel Hoyos de Irujo
Non-Executive Independent Lead Director6.5yrs€175.00k0.00090%
€ 379.0k
Jose Fernando Mans
Non-Executive Independent Director16.3yrs€185.00k0.026%
€ 11.1m
Maria del Pino y Calvo-Sotelo
Non-Executive Director19.6yrs€175.00k0.0034%
€ 1.4m
Bruno V. Di Leo
Non-Executive Independent Director7.8yrs€174.00k0.000050%
€ 21.1k
Gonzalo Urquijo y de Araoz
Non-Executive Independent Director6.3yrs€183.00ksin datos
Hildegard Wortmann
Non-Executive Independent Director4.9yrs€168.00k0.000040%
€ 16.8k
Elisenda Bou-Balust
Non-Executive Directorno datasin datossin datos
7.8yrs
Permanencia media
67.5yo
Promedio de edad

Junta con experiencia: La junta directiva de FER se considera experimentada (7.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 06:03
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ferrovial SE está cubierta por 31 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullBanco de Sabadell. S.A.
José ArroyasBanco Santander
Nabil AhmedBarclays